Anic Equity¶
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Total return since start: 0.606 %¶
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Equity now: -----------------------------> 49054.98 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 41433.38 Kr¶
PnL: ---------------------------------------> -61.9 Kr¶
DD now: ---------------------------------> -7.653 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 09:36:22.992209'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.100000 | 1665.000000 | 197.460000 | 13.460000 | 1467.540000 |
| Orrön Energy | 180 | 0.570000 | 2052.000000 | 14.400000 | 0.710000 | 2037.600000 |
| HEXPOL B | 9 | 0.350000 | 1032.300000 | 14.400000 | 1.410000 | 1017.900000 |
| JM | 6 | 0.630000 | 867.600000 | 5.400000 | 0.630000 | 862.200000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Hexagon B | 26 | 0.110000 | 3455.400000 | 3.900000 | 0.110000 | 3451.500000 |
| EQT | 4 | 0.430000 | 833.200000 | 3.600000 | 0.430000 | 829.600000 |
| Platzer Fastigheter Holding B | 12 | 0.380000 | 962.400000 | 3.600000 | 0.380000 | 958.800000 |
| Hoist Finance | 35 | 0.360000 | 981.750000 | 3.500000 | 0.360000 | 978.250000 |
| Atrium Ljungberg B | 5 | 0.320000 | 936.000000 | 3.000000 | 0.320000 | 933.000000 |
| ASSA ABLOY B | 3 | 0.230000 | 778.800000 | 1.800000 | 0.230000 | 777.000000 |
| AcadeMedia | 8 | 0.000000 | 402.800000 | 1.600000 | 0.400000 | 401.200000 |
| Clas Ohlson B | 12 | 0.060000 | 971.400000 | 0.600000 | 0.060000 | 970.800000 |
| Biotage | 7 | -0.070000 | 938.700000 | -0.700000 | -0.070000 | 939.400000 |
| Sagax B | 4 | -0.090000 | 851.200000 | -0.800000 | -0.090000 | 852.000000 |
| Gränges | 9 | -0.100000 | 925.200000 | -0.900000 | -0.100000 | 926.100000 |
| Catena | 2 | -0.250000 | 787.600000 | -2.000000 | -0.250000 | 789.600000 |
| Alimak Group | 11 | -0.360000 | 922.900000 | -3.300000 | -0.360000 | 926.200000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| BHG Group | 97 | -0.400000 | 1450.150000 | -4.850000 | -0.330000 | 1455.000000 |
| BioGaia B | 8 | -0.600000 | 922.400000 | -5.600000 | -0.600000 | 928.000000 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 957.600000 | -7.000000 | -0.730000 | 964.600000 |
| INVISIO | 16 | -0.220000 | 3672.000000 | -8.000000 | -0.220000 | 3680.000000 |
| Bilia A | 8 | -1.160000 | 888.800000 | -8.800000 | -0.980000 | 897.600000 |
| OX2 | 13 | -1.170000 | 936.650000 | -11.050000 | -1.170000 | 947.700000 |
| Bufab | 3 | -1.300000 | 1092.000000 | -14.400000 | -1.300000 | 1106.400000 |
| Indutrade | 5 | -1.480000 | 1196.500000 | -18.000000 | -1.480000 | 1214.500000 |
| Latour B | 4 | -2.200000 | 836.400000 | -18.800000 | -2.200000 | 855.200000 |
| Hexatronic Group | 12 | -2.510000 | 940.320000 | -24.240000 | -2.510000 | 964.560000 |
| Addnode Group B | 11 | -2.750000 | 893.200000 | -25.300000 | -2.750000 | 918.500000 |
| VEF | 909 | -1.910000 | 1817.090000 | -28.180000 | -1.530000 | 1845.270000 |
| Vitec Software Group B | 2 | -3.510000 | 1046.000000 | -38.000000 | -3.510000 | 1084.000000 |
| TOTAL | 40574.360000 | 33.440000 | -7.47365% | 40540.920000 |
Updated:¶
'2023-07-03 09:34:26.648767'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
